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U.S. Specialty Stores Industry Analysis

UpdatedAug 29, 2024
DataAggregated Company Financials
Companies142
  • 7D-1.5%
  • 3M4.9%
  • 1Y20.5%
  • YTD11.9%

In the last week, the Specialty Stores industry is down 1.5% with Abercrombie & Fitch down the most at 19%. This takes the industry's 12 month performance to a gain of 21%. As for the next few years, earnings are expected to grow by 11% per annum.

Industry Valuation and Performance

Has the U.S. Specialty Stores Industry valuation changed over the past few years?

DateMarket CapRevenueEarningsPEAbsolute PEPS
Thu, 29 Aug 2024US$482.3bUS$552.0bUS$17.1b15x28.2x0.9x
Sat, 27 Jul 2024US$459.5bUS$552.0bUS$17.5b16.1x26.2x0.8x
Mon, 24 Jun 2024US$471.9bUS$551.7bUS$17.6b15.9x26.9x0.9x
Wed, 22 May 2024US$438.6bUS$551.9bUS$17.1b16x25.6x0.8x
Fri, 19 Apr 2024US$414.4bUS$552.4bUS$17.2b15.4x24.1x0.8x
Sun, 17 Mar 2024US$449.0bUS$546.5bUS$16.5b14.8x27.3x0.8x
Tue, 13 Feb 2024US$440.1bUS$555.2bUS$15.8b14.8x27.8x0.8x
Thu, 11 Jan 2024US$426.4bUS$574.4bUS$16.1b13.4x26.4x0.7x
Sat, 09 Dec 2023US$410.8bUS$574.7bUS$16.1b13.1x25.4x0.7x
Mon, 06 Nov 2023US$386.6bUS$574.6bUS$17.8b12.7x21.7x0.7x
Wed, 04 Oct 2023US$380.0bUS$566.4bUS$18.4b11.4x20.7x0.7x
Fri, 01 Sep 2023US$414.8bUS$571.9bUS$17.9b11.8x23.2x0.7x
Sun, 30 Jul 2023US$424.4bUS$574.7bUS$17.9b10.6x23.8x0.7x
Tue, 27 Jun 2023US$407.7bUS$572.6bUS$18.3b10x22.2x0.7x
Thu, 25 May 2023US$388.5bUS$575.7bUS$18.3b9.9x21.2x0.7x
Sat, 22 Apr 2023US$406.2bUS$574.8bUS$20.0b10.5x20.3x0.7x
Mon, 20 Mar 2023US$391.8bUS$575.6bUS$20.0b10.1x19.6x0.7x
Wed, 15 Feb 2023US$410.4bUS$542.7bUS$23.6b9.7x17.4x0.8x
Fri, 13 Jan 2023US$395.2bUS$539.0bUS$23.4b9.1x16.9x0.7x
Sun, 11 Dec 2022US$378.7bUS$541.0bUS$23.5b8.8x16.1x0.7x
Tue, 08 Nov 2022US$345.7bUS$544.6bUS$24.3b7x14.2x0.6x
Thu, 06 Oct 2022US$338.9bUS$552.2bUS$23.2b6.3x14.6x0.6x
Sat, 03 Sep 2022US$347.6bUS$545.7bUS$23.4b6.7x14.8x0.6x
Mon, 01 Aug 2022US$343.0bUS$531.3bUS$26.9b6.2x12.7x0.6x
Wed, 29 Jun 2022US$333.9bUS$533.1bUS$26.2b6.3x12.8x0.6x
Fri, 27 May 2022US$338.3bUS$531.3bUS$26.6b6.6x12.7x0.6x
Sun, 24 Apr 2022US$380.8bUS$522.9bUS$26.8b6.9x14.2x0.7x
Tue, 22 Mar 2022US$419.3bUS$529.7bUS$26.6b8.2x15.7x0.8x
Thu, 17 Feb 2022US$445.3bUS$524.0bUS$25.6b8.8x17.4x0.8x
Sat, 15 Jan 2022US$461.1bUS$517.6bUS$25.1b8.6x18.4x0.9x
Mon, 13 Dec 2021US$526.3bUS$514.8bUS$25.2b9.9x20.8x1x
Wed, 10 Nov 2021US$562.5bUS$503.8bUS$25.1b11x22.4x1.1x
Fri, 08 Oct 2021US$508.7bUS$491.1bUS$24.6b9.9x20.7x1x
Sun, 05 Sep 2021US$502.9bUS$484.8bUS$23.5b11.1x21.4x1x
Price to Earnings Ratio

21.4x


Total Market Cap: US$502.9bTotal Earnings: US$23.5bTotal Revenue: US$484.8bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Specialty Stores Industry Price to Earnings3Y Average 20.2x202220232024
Current Industry PE
  • Investors are optimistic on the American Specialty Retail industry, and appear confident in long term growth rates.
  • The industry is trading at a PE ratio of 28.2x which is higher than its 3-year average PE of 20.2x.
  • The industry is trading close to its 3-year average PS ratio of 0.77x.
Past Earnings Growth
  • The earnings for companies in the Specialty Retail industry have declined 10% per year over the last three years.
  • Meanwhile revenues for these companies have grown 4.4% per year.
  • This means that although more sales are being generated, either the cost of doing business or the level of investment back into businesses has increased, which has decreased profits.

Industry Trends

Which industries have driven the changes within the U.S. Consumer Discretionary industry?

US Market-0.76%
Consumer Discretionary-4.56%
Specialty Stores-1.46%
Home Improvement Retail1.77%
Specialty Stores0.77%
Automotive Retail0.46%
Apparel Retail-2.42%
Computer and Electronics Retail-3.33%
Home Furnishing Retail-5.34%
Industry PE
  • Investors are most optimistic about the Home Improvement Retail industry which is trading above its 3-year average PE ratio of 75.6x.
    • Analysts are expecting annual earnings growth of 14.0%, which is higher than its past year's earnings decline of 27.3% per year.
  • Investors are most pessimistic about the Automotive Retail industry, although it looks like investor sentiment has improved given that it's trading above its 3-year average of 13.8x.
Forecasted Growth
  • Analysts are most optimistic on the Home Improvement Retail industry, expecting annual earnings growth of 14% over the next 5 years.
  • This is better than its past earnings decline of 27% per year.
  • In contrast, the Computer and Electronics Retail industry is expected to see its earnings decline by 3.6% per year over the next few years.

Top Stock Gainers and Losers

Which companies have driven the market over the last 7 days?

CompanyLast Price7D1YValuation
LOW Lowe's CompaniesUS$248.942.7%
+US$3.7b
8.1%PE20.5x
HD Home DepotUS$372.690.6%
+US$2.2b
12.7%PE25.1x
CHWY ChewyUS$28.726.0%
+US$706.3m
5.1%PE149.8x
TSCO Tractor SupplyUS$273.262.1%
+US$609.5m
22.6%PE26.2x
KMX CarMaxUS$84.752.7%
+US$352.7m
3.0%PE32.8x
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Latest News

CHWY

US$28.72

Chewy

7D

6.0%

1Y

5.1%

GME

US$19.90

GameStop

7D

-11.8%

1Y

8.3%

TJX

US$119.28

TJX Companies

7D

-0.8%

1Y

29.5%

GAP

US$22.43

Gap

7D

-8.6%

1Y

98.0%

ALLG

US$1.82

Allego

7D

90.6%

1Y

-15.3%

HD

US$372.69

Home Depot

7D

0.6%

1Y

12.7%

LOW

US$248.94

Lowe's Companies

7D

2.7%

1Y

8.1%